Custify's integration with Pipedrive CRM supercharges your customer success team by combining in-product usage with Pipedrive data, support, and billing insights in one dashboard.

**Integration Highlights:**

- **Unified Customer View**: Merge Pipedrive data with other customer insights, eliminating spreadsheets.

- **Customer Segmentation**: Leverage Pipedrive details to segment customers, enhancing personalized success strategies.

- **Lifecycle Management:** Use Pipedrive’s deal stage data to track and manage customer progression and deal closure.

- **Proactive Engagement**: Identify and engage customers needing attention due to onboarding hurdles, trial expirations, or usage drops.

- **Automated Workflows**: Automate customer success tasks based on deal stages from Pipedrive, like email sequences or task assignments.

- **Alerts and Tasks**: Receive real-time alerts for critical deal events and tasks indicating churn risk or renewal time.

- **KPIs and Health Scores**: Access health scores and metrics within Pipedrive, identifying at-risk customers and opportunities for growth.

This integration enables proactive customer management, improves product adoption, and increases customer satisfaction and lifetime value, ensuring sales and success teams collaborate effectively.

Automate my pipeline and data

Support my customers

Custify

**Better Reporting, Dashboards &amp; Forecasting for Pipedrive**

Need better reporting than native Pipedrive?

Dear Lucy extends Pipedrive CRM with advanced reporting, executive dashboards, forecasting, flexible sales goals, pipeline analysis, CRM reporting and recurring revenue reporting—all powered directly by your live Pipedrive CRM data.

✓ Connect in under 1 minute

✓ Plans from $39/month

✓ No credit card required

**Beyond Native Pipedrive Reporting**

- Executive reporting and board-ready dashboards
- Forecasting with predictive insights, pipeline coverage and revenue forecasts
- Goals for virtually any sales KPI with traffic lights and goal pacing
- Pipeline analysis, win rates, sales velocity and deal movement
- CRM hygiene dashboards for cleaner, more reliable reporting
- Recurring and one-time revenue reporting for more accurate forecasting

**Explore**

[Pipedrive Reporting](https://www.dearlucy.co/pipedrive)

[Pipedrive Dashboards](https://www.dearlucy.co/pipedrive-dashboards)

[Pipedrive Forecasting](https://www.dearlucy.co/pipedrive-forecasting)

[Pipedrive Goals](https://www.dearlucy.co/pipedrive-goals)

[Pipedrive Pipeline Analysis](https://www.dearlucy.co/pipedrive-pipeline-analysis)

Keep the CRM your sales team already uses. Give sales leaders the reporting, dashboards, forecasting and pipeline insights they need to make faster decisions and improve sales performance.

[START FREE TRIAL](https://signup.dearlucy.co/)

Other use cases

Dear Lucy

Decide AI for CRM is an add-on to maintain and fully make the most of your CRM.

Decide Ai helps you measure your data quality, spot the duplicate records or data issues, benefit from a prepackaged dashboard that highlights sales performances and customize strategy by using advanced segmentation based on AI or advanced analytics.

Decide AI for CRM makes your CRM smarter! 

Learn more at: https://decideapp.ai/decide-ai-for-crm

Decide AI for CRM

Duplicates mess with data in sales, marketing, CS and AI. With Dedupely, you can find and merge all related records at once, whether it’s two, three, or a dozen scattered across your CRM. Set up automatic deduping to prevent future duplicates, so your data stays accurate without constant manual cleanup.

**Core:**  
✔ Unlimited matching and merging  
✔ Unlimited users  
✔ Unlimited integrations  
✔ Unlimited support (chat, email, and Zoom)  

**Features:**  
✔ Deduplicate contacts, organizations, leads, deals, and products
✔ Merge duplicates in bulk, one-by-one, custom, or automatically  
✔ Match and merge by any native or custom fields  
✔ Ignore common terms and customize merge rules  
✔ See every duplicate in one view, no more merging one pair at a time  

💾 **Bulk-merge thousands of duplicates in minutes:** 
Dedupely continuously scans your Pipedrive, detecting duplicates the moment they appear. Find and merge all your duplicates and merge them in minutes. Or set up auto merge to remove all manual deduping. 

🔒 **Secure data handling:** Dedupely is ISO27001, ISO27017, and ISO27018 certified, ensuring secure data handling and GDPR compliance.

💬 **Unlimited Support:** Chat, email, or jump on a Zoom call whenever you need help. Set up Dedupely exactly the way you want it with full access to our support team.

[Website](https://dedupe.ly/) - [Pricing](https://dedupe.ly/pricing) - [Support](https://dedupe.ly/contact) - [Security](https://dedupe.ly/security)

Dedupely

Get the most out of your sales meetings with Demodesk &amp; Pipedrive. Explore our three powerful products as standalone solutions or mix &amp; match to meet your needs.

### Demodesk Coaching &amp; AI
Let our AI Assistant record, transcribe and summarize your Zoom, Google Meet, or Microsoft Teams meetings so you can focus on the conversation instead of taking notes. The AI Sales Coach provides instant, actionable feedback after each meeting to help you improve your sales skills. Demodesk automatically generates call summaries that are instantly synced to Pipedrive and directly updates your deals at the end of the call - no more manual data entry. Conversation Intelligence made easy – zero setup required.

### Demodesk Scheduling
Qualify, route, and book meetings with inbound leads in real time, control handoffs across your team, and book more client meetings faster with our advanced routing and scheduling software. Automate meeting scheduling, track meeting activity or update and create contacts in Pipedrive.

### Demodesk Meeting
Host professional, interactive video meetings with clients and coach teams using playbooks, talk tracks, and battle cards. Automate meeting preparation and follow-up, standardize sales processes, increase conversions, and improve productivity. 100% GDPR compliant. Leverage Pipedrive data in Demodesk Meetings and automatically sync meeting notes to Pipedrive after the call.

Attract new leads

Qualify my leads

Communicate with leads

Manage my accounts

Demodesk

With DocuSign on Pipedrive, you can integrate your own DocuSign account within Pipedrive!

View document signatures within the deals window, create envelopes to send to your customers with one click, and track signature statuses to keep everyone informed. You can do all this on any Pipedrive plan, no SmartDocs required!

Our freemium integration comes in three tiers, and offers features that Pipedrive's native integration doesn't!

Free Tier (No credit card required)
- View your new and existing DocuSign envelopes from the deal view

Tier 1:
- Send signature requests directly from the deal view
- Track envelope statuses automatically using Pipedrive activities

Tier 2:
- Automatically pass information from your deal into DocuSign templates

Still not convinced? We offer a 15-day free trial, no credit-card required! All plans are cancel anytime!

For more information about our plans and pricing, please visit: https://apps.easycrm.me/plans/dspd

How it works:

First, click on a deal from your Pipedrive dashboard. You will see a list of existing DocuSign envelopes relevant to that deal/person. There, you can create a new envelope automatically populated by the deal's person name and email by clicking "Create an Envelope". Then just upload a document or select a template in your Docusign account and click send! Your customers will receive a link to your document via email!

Need help? Contact us at support@easycrm.me and one of our team will be happy to help!

Manage contracts

DocuSign on Pipedrive

**Send your documents for electronic signature and track them in real time**

Send your documents and contracts to your customers in a few clicks, directly from Pipedrive. Your prospects can view and sign these documents from any platform and from anywhere. Track the status of your documents in real time from Pipedrive to know if they have opened your email, viewed or signed the document.

**Create and edit your documents directly from Pipedrive**

The integration of Eurosign in Pipedrive allows you to automatically complete your documents with transactional data from your CRM, such as company details, phone number, address... The list of recipients as well as the content of Pipedrive's standard and custom fields will be filled in automatically. Avoid time-consuming tasks!

**Transparent pricing and personalized service**

Eurosign is a solution with competitive rates and high quality service. We are committed to offering a service with prices that are fair and transparent, as well as a personalized and individualized service: our customer support is ultra responsive, available and does everything possible to answer your questions and accompany you according to your needs.

**A fast and secure integration**

The integration between Pipedrive and Eurosign is fast, easy to set up and simple to use with direct access from our cloud application. Once the integration is done and activated, you will only need to create/add your own signature templates.

Eurosign eSignatures

Flowmeets is an AI notetaker built for teams that use Pipedrive. It joins your calls, transcribes them, and writes a clean summary the moment the meeting ends, so your reps stay fully present in the conversation while every detail is captured automatically.

**How Flowmeets works with Pipedrive**
After each call, Flowmeets syncs the results directly into your Pipedrive account, with no manual logging required:

- The **meeting summary** is written back to the matching Pipedrive contact, so the full context of every conversation lives on the record where your team already works.

- The **action item**s detected during the call are created as Pipedrive activities, so follow-ups are scheduled and tracked right inside your pipeline.

Flowmeets automatically matches each call to the correct Pipedrive contact, so summaries and next steps appear on their own after every meeting - keeping your CRM up to date without anyone touching a keyboard.

Nurture my leads

Flowmeets

FreeBusy is an AI scheduling assistant to automate bookings for all pipeline stages. FreeBusy makes it easy to create booking links to share your and your team's availability. Manage time slots manually or connect to you calendar and let FreeBusy figure out your availability. Use solo or with your team for panel booking or round-robin assignment of bookings.

Use to:
- Easily set up meetings with prospects at trade shows
- Create call-to-action for email marketing campaigns
- Capture leads from your website
- Route leads to the right owner
- Register prospects to webinars, trainings and onboarding sessions
- Segment contacts and trigger different automations based on custom 
- Reduce no-shows with multiple automated SMS and email reminders that are sent out a couple of hours before the meeting
- create custom forms to collect responses during the booking process and use it to qualify leads

How is FreeBusy different from Pipedrive Scheduler?
- 1:1 bookings are free with FreeBusy. No additional cost when using Pipedrive Essential
- Team meetings for panels or round-robin assignments
- signup sheets for webinars and other large scale or group events

FreeBusy

**Fromni Chatbots** app for Pipedrive is a simple and easy-to-use solution for automating conversations. The app can automatically ask for a review when the deal’s status changed to Won. You can set your own template and scenario. The app can start the conversation either immediately or with a delay.

**App features**

- **Template builder**. Create different templates with or without variables.
- **Automations**. Create new automations in just a few minutes. Currently we support automated messaging based on your **deals** status. Choose the automation type, add the text you'd like to send and set the time. The app can send your message either immediately or with a delay.
- **Messenger**. All your conversations in one place. 
- **Scenario builder**. Build your own conversational chatbots without coding. 
- **Lower rates**. We can offer competitive pricing for all your requirements.

Use Messengers, SMS or even Webpage for your automated chatbots.

**If you need assistance, don't hesitate to contact us! We are always here:**
- [WhatsApp](https://api.whatsapp.com/send?phone=358451086128&amp;text=I'm%20interested%20in%20Fromni.Chatbots%20and%20Pipedrive%20integration) 
- [Telegram](https://t.me/FromniSupport_bot?start) 
- [Email](mailto:help@fromni.com?subject=Fromni.Chatbots%20and%20Pipedrive%20integration)

Fromni Chatbots

**What is GetQuanty?**

Your website converts only about 2% of your website traffic. What about the other 98%? 
Let's reveal your full B2B audience with our AI-based technology! 

**GetQuanty** analyzes your website, social networks and email traffic in real-time, helping you identify qualified leads. 

Our machine-learning technology gives you a new view of your leads with personal scoring that pinpoints the best opportunities for you.

Use Getquanty to segment potential leads, automate your actions with our retargeting email automation tool and analyze your campaigns' ROI.

Our team at **GetQuanty** will walk you throughout your discovery adventure to help you achieve your goals.

To top it off, GetQuanty is 100% GDPR-compliant!

GetQuanty

# COMPANY INFORMATION FOR B2B SALES

Target the right companies, follow your customers in real-time, do adequate research. Goava recommends the right companies to B2B salespeople in **Sweden**, **Denmark** and **Norway**.

### HOW IT WORKS
#### Company data where you need it
Goava provides you with the most relevant company information like the number of employees, revenue, industry and info about the company’s website. You can access this data effortlessly via an app panel in Pipedrive
It's always up to date and refreshes every time you open up a deal or an organization in Pipedrive.

#### See more data
Each company is linked to the Goava dashboard where you can find more insights, news and contacts directly in Pipedrive. Simply click “See more data” to access your personalized Goava scoring on each prospect.  With the “Customer Fit Card,” you can see what makes that company a good or bad fit for you. Prioritizing has never been easier.

#### Syncing your pipeline with Goava
When installing the Goava app, we will sync your organizations in Pipedrive with Goava to simplify prospecting. This will also personalize your Goava lead recommendations. Your organizations in Pipedrive will be synced with your lists in Goava according to this mapping:

- *Qualified* -Organizations with no deals
- *Converted* - Organizations with open deals
- *Denied* - Organizations with lost deals
- *Customers* - Organizations with won deals

Connect your favorite apps or easily find new ones

Automate my pipeline and data

Can't find the app you need?